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TASZX vs UBVVX
TASZX vs UBVVX Comparison
Open Charts TASZX vs UBVVX
Third Avenue Small Cap Value Z
Price$20.85
Change-$0.17 (-0.81%)
VolumeN/A
Net Assets171.68M
Undiscovered Managers Behavioral Val R5
Price$79.72
Change-$0.38 (-0.47%)
VolumeN/A
Net Assets8.88B
TASZX vs UBVVX Comparison Chart in %
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TASZX vs. UBVVX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is TASZX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. TASZX (172M). UBVVX pays higher dividends than TASZX: UBVVX (1.87) vs TASZX (0.61). TASZX was incepted earlier than UBVVX: TASZX (8 years) vs UBVVX (9 years). TASZX (1.18) is less costly to investors than UBVVX (0.95). UBVVX is a more actively managed with annual turnover of: 35.00 vs. TASZX (15.00). UBVVX has a lower initial minimum investment than TASZX: UBVVX (0) vs TASZX (25000). TASZX annual gain was more profitable for investors over the last year : -4.16 vs. UBVVX (-10.42). UBVVX return over 5 years is better than : 41.70 vs. TASZX (24.28).
| TASZX | UBVVX | TASZX / UBVVX | |
| Total Expense Ratio | 1.08 | 0.90 | 120% |
| Annual Report Gross Expense Ratio | 1.18 | 0.95 | 124% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 11.453 | -5.073 | -226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 8.88B | 2% |
| Annual Yield % from dividends | 0.61 | 1.87 | 33% |
| Returns for 1 year | -4.16 | -10.42 | 40% |
| Returns for 3 years | 4.61 | -0.89 | -518% |
| Returns for 5 years | 24.28 | 41.70 | 58% |
| Returns for 10 years | N/A | N/A | - |
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